JVMTX
Price
$29.00
Change
-$0.08 (-0.28%)
Updated
Aug 6 closing price
Net Assets
23.06B
TOTFX
Price
$11.24
Change
-$0.04 (-0.35%)
Updated
Aug 6 closing price
Net Assets
967.79M
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JVMTX vs TOTFX

Header iconJVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$29.00
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets23.06B
Transamerica Mid Cap Value Opps R4
Price$11.24
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets967.79M
JVMTX vs TOTFX Comparison Chart in %
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JVMTX vs. TOTFX commentary
Aug 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMTX is a Buy and TOTFX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. TOTFX (968M). TOTFX pays higher dividends than JVMTX: TOTFX (1.28) vs JVMTX (0.64). JVMTX was incepted earlier than TOTFX: JVMTX (12 years) vs TOTFX (8 years). JVMTX (1.11) is less costly to investors than TOTFX (0.99). JVMTX (49.00) and TOTFX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than TOTFX: JVMTX (0) vs TOTFX (5000). JVMTX annual gain was more profitable for investors over the last year : 3.43 vs. TOTFX (-0.25). JVMTX return over 5 years is better than : 50.90 vs. TOTFX (12.04).
JVMTXTOTFXJVMTX / TOTFX
Total Expense Ratio1.000.90111%
Annual Report Gross Expense Ratio1.110.99112%
Fund Existence12 years8 years-
Gain YTD8.0644.833167%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B968M2,386%
Annual Yield % from dividends0.641.2850%
Returns for 1 year3.43-0.25-1,368%
Returns for 3 years16.25-1.69-961%
Returns for 5 years50.9012.04423%
Returns for 10 years45.08N/A-
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